+74.8%
CHYM vs MSCI
+16.3%
+58.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.2% | +1.0% |
| 7D | +7.1% | +3.0% | +4.1% | +5.8% |
| 30D | +15.7% | +17.8% | -2.1% | +8.1% |
| 3M | +4.3% | +15.2% | -10.9% | -1.8% |
| 6M | +92.9% | +16.5% | +76.4% | +77.6% |
| YTD | +33.3% | +16.4% | +16.9% | +25.6% |
| 1Y | +74.8% | +16.8% | +58.0% | +69.1% |
| All | +74.8% | +16.3% | +58.6% | +69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MSCI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling